Clients

Create profiles for each client, including contact information, communication history, notes, and more

Store and manage contracts with clients, including terms, expiration dates, and renewals

Projects

Our project management software includes resource management tools, allowing users to assign resources, such as people and equipment, to specific tasks or projects.

Includes budget tracking tools, allowing users to monitor project costs and ensure that they stay within budget.

Includes reporting and analytics tools, allowing users to generate reports and analyze project data.

Users (Contractor/Emplyees)

Ease the on-boarding process.

Manage all the documents related to a user

Role based access to only the modules appropriate for users

Add and track all the comments for all the objects within the platform.

Timesheet

Includes approval workflows, allowing managers to review and approve timesheets before they are submitted for invoices.

Enable to track both the billable and non-billable time within organization/project

Enforce certain rules and budget while user enters the timesheet.

Expense

Includes receipt capture tools, allowing users to take pictures of receipts and attach them to expense reports, reducing paper waste and streamlining the process.

Includes approval workflows, allowing managers to review and approve expenses before they are reimbursed.

Payments

All admins to pay the invoice from our platform not to go into their banking portal.

Enables to pull the bank transactions and create expense entries just just selecting each transactions.

Integrated with payment procesor to do the ACH transfers,

Automated workflows

Streamlines your business processes with automated workflows, reducing manual effort and increasing efficiency.

Collaborate and communicate with your team in a productive and efficient environment.

Dashboard

Get a quick overview of your business operations with dashboards that display relevant information in real-time.

Only related information based on logged in personas with highlighted graphs.

eSignatures

eSignatures from clients, vendors, or employees, allowing you to get documents signed quickly and efficiently using DocuSign intgration.

Create customizable document templates for common contracts or forms, streamlining the signature process and saving time.

Import & Export Data

Our import and export feature makes it easy to transfer data from one system to another, saving time and reducing errors.

Our import & export feature allows for scheduled imports/exports, so that data can be imported/exported automatically at regular intervals.

Reminders

Our reminder feature offers users to enable anytime to remind on their timesheet/exponse/invoice submittal, approval etc.,

Send invoice reminder email promptly before the due date.

Reports

Our reports help you understand your data and make informed business decisions

Reports can be scheduled to goto your executives on regular intervals.

Enable to generate reports at Clients, Project, User and Accoint level